Jake Taylor - From First Principles
The Business Brew
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Are You Underwriting Insurance and Investing?
i'm probably more confident in curate than i've ever been since i underwrote it. The only thing that i would like to chop it up with buffet about on that particular topic is the pay out structure of insurance and bond investing. Like equity, you can get these right tale events that just kind of create massive,. i mean, lala pelusa effects would be the way that charley would describe em right? So, like, i'm not trying to go at my herosright? Because that's not at all the goal. But isome is wonder if he's so dogmatic, or has been soDogmatic, on his need to have a margin of safety and
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